Nations Financial Group
IUSB icon

Nations Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Nations Financial Group’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.52M Buy
57,222
+6,053
+12% +$274K 0.13% 175
2026
Q2 		$2.36M Buy
51,169
+4,764
+10% +$220K 0.11% 199
2026
Q1 		$2.14M Buy
46,405
+5,988
+15% +$279K 0.11% 209
2025
Q4 		$1.88M Buy
40,417
+20,889
+107% +$976K 0.1% 216
2025
Q3 		$912K Buy
19,528
+2,987
+18% +$138K 0.06% 341
2025
Q2 		$765K Sell
16,541
-542
-3% -$24.7K 0.05% 353
2025
Q1 		$787K Sell
17,083
-1,365
-7% -$62.2K 0.06% 321
2024
Q4 		$834K Buy
18,448
+2,520
+16% +$116K 0.06% 314
2024
Q3 		$751K Buy
15,928
+647
+4% +$30K 0.05% 337
2024
Q2 		$691K Buy
15,281
+799
+6% +$35.9K 0.06% 328
2024
Q1 		$660K Sell
14,482
-621
-4% -$28.3K 0.06% 342
2023
Q4 		$696K Buy
15,103
+345
+2% +$15.2K 0.06% 306
2023
Q3 		$645K Buy
14,758
+1,817
+14% +$81.2K 0.06% 307
2023
Q2 		$588K Buy
12,941
+3,838
+42% +$176K 0.06% 349
2023
Q1 		$420K Buy
9,103
+99
+1% +$4.53K 0.04% 401
2022
Q4 		$405K Buy
+9,004
New +$403K 0.05% 403

Other funds holding IUSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nations Financial Group's IUSB Position: Q3 2026 in Review

Nations Financial Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 12% in Q3 2026, buying an estimated $274K and bringing the position to 57,222 shares worth $2.52M. The position accounts for 0.13% of the portfolio, ranked #175.

Nations Financial Group first reported a position in IUSB in Q4 2022 and has held it in 16 quarters since. 533 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Nations Financial Group held 57,222 shares of iShares Core Universal USD Bond ETF worth $2.52M as of Q3 2026.
  • Nations Financial Group bought 6,053 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $274K.
  • iShares Core Universal USD Bond ETF made up 0.13% of Nations Financial Group's portfolio in Q3 2026, its #175 holding.
  • Nations Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • 533 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.